Episode 11 : 11/02/2016

The art of communication

ep-11-header

Carl Richards, CFP

Author, Artist, Columnist, and Speaker

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

The art of communication

On today’s episode, we talk with author, artist, columnist, and certified financial planner Carl Richards. His New York Times column Sketch Guy has become famous in the financial advising community, as his sketches have the unique ability to distill complex concepts into simple diagrams clients can understand. We discuss the advantages that human advisors have over automated investment services, why simplicity can be powerful, and tips for communicating financial concepts to your clients.

“I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity.” – Oliver Wendell Holmes Jr.

In this episode:

  • Communicating using visual tools
  • How to embrace your true value as an advisor
  • Mistakes that advisors make in communicating with clients
  • How simplicity can have power when it’s done right

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